Tools, Tips, and Tricks

Articles

SUMMARY This article introduces some of the advanced, time-saving features available to admins. IN THIS ARTICLE Match Checklist Tasks with Documents Keyboard Shortcuts Drag and Drop Contacts into Messages Using Dual Monitors Navig...

SUMMARY Admins can choose to be notified via email whenever an agent adds a document to a transaction. IN THIS ARTICLE Subscribe to Notifications Email Notification Triggers Subscribe to Notifications To subscribe to these notifica...